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DIFGX vs VWINX
DIFGX vs VWINX Comparison
Open Charts DIFGX vs VWINX
MFS Diversified Income R4
Price$12.47
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.89B
Vanguard Wellesley® Income I
Price$26.17
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets49.02B
DIFGX vs VWINX Comparison Chart in %
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DIFGX vs. VWINX commentary
Sep 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DIFGX is a Buy and VWINX is a Buy.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 49B vs. DIFGX (1.89B). DIFGX pays higher dividends than VWINX: DIFGX (5.19) vs VWINX (3.44). DIFGX was incepted earlier than VWINX: DIFGX (17 years) vs VWINX (55 years). DIFGX (0.71) is less costly to investors than VWINX (0.23). VWINX is a more actively managed with annual turnover of: 59.00 vs. DIFGX (48.00). DIFGX has a lower initial minimum investment than VWINX: DIFGX (0) vs VWINX (3000). DIFGX annual gain was more profitable for investors over the last year : 3.99 vs. VWINX (1.93). DIFGX return over 5 years is better than : 22.39 vs. VWINX (5.60).
| DIFGX | VWINX | DIFGX / VWINX | |
| Total Expense Ratio | 0.64 | 0.23 | 278% |
| Annual Report Gross Expense Ratio | 0.71 | 0.23 | 309% |
| Fund Existence | 17 years | 55 years | - |
| Gain YTD | 6.952 | 7.641 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 49B | 4% |
| Annual Yield % from dividends | 5.19 | 3.44 | 151% |
| Returns for 1 year | 3.99 | 1.93 | 207% |
| Returns for 3 years | 31.88 | 16.37 | 195% |
| Returns for 5 years | 22.39 | 5.60 | 399% |
| Returns for 10 years | 55.01 | 29.38 | 187% |